Associate Financial Advisor: Build Plans & Relationships

Edward Jones; Cortez (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401(k) retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking an Associate Financial Advisor in Colorado to collaborate with a practice team and deliver personalized financial strategies. You will work with one or more financial advisors to source clients, manage relationships, and contribute to the practice’s growth through proactive planning and client service.

The role emphasizes relationship-building, clear communication, and the pursuit of required licenses within three months, funded by Edward Jones.

Qualifications

• Bachelor's degree or equivalent professional experience in financial services, sales, or related field.
• Demonstrated experience in sales, business development, client relationships, or similar roles.
• Self-motivation with a strong drive to achieve goals in a performance-focused environment.
• Clear, confident communication to simplify complex concepts for clients.
• Willingness to obtain Series 7, Series 66, and state licenses within three months; licensing is sponsored by Edward Jones.
• Familiarity with financial planning software and digital engagement tools.

Responsibilities

• Build and deepen client relationships by supporting discovery conversations and gathering financial information.
• Support comprehensive financial planning by preparing analyses and modeling scenarios.
• Guide portfolio strategy and implementation with research and proposals aligned to client goals.
• Collaborate with the advisor and team to deliver ongoing financial planning and reviews.
• Support outreach and referrals to grow client base and promote a relationship-based advisory experience.

Skills

Relationship building

Communication

Self-motivation

Licensing readiness

Digital engagement tools

Education

Bachelor's degree

Tools

MoneyGuide

Salesforce

Job description

Edward Jones is seeking an Associate Financial Advisor in Colorado to collaborate with a practice team and deliver personalized financial strategies. You will work with one or more financial advisors to source clients, manage relationships, and contribute to the practice’s growth through proactive planning and client service.

The role emphasizes relationship-building, clear communication, and the pursuit of required licenses within three months, funded by Edward Jones.